See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,269 | $76,000-68.1% | $154,107-84.3% | $64,186-62.2% |
| Participation rate | 83.8% | 70.4%+13.4pp | 83.0%+0.7pp | 69.6%+14.2pp |
| Annual return | 4.47% | 30.32%-25.9pp | 735.12%-730.7pp | 7.63%-3.2pp |
| Employer contribution / active EE | $2,841 | $3,351-15.2% | $5,298-46.4% | $2,381+19.3% |
| Participant deferral / active EE | $4,210 | $3,175+32.6% | $5,081-17.1% | $3,470+21.3% |
| Admin fee / account holder | $1,499 | $5,596-73.2% | $13,411-88.8% | $4,888-69.3% |